Best Geoff Gannon Podcasts (2024)

1
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock 1:15:20

11d ago1:15:20

1:15:20

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1
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 1:34:19

1M ago1:34:19

1:34:19

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1
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18

2M ago1:15:18

1:15:18

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1
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12

3M ago1:39:12

1:39:12

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1
BMW Championship with Chad Eckert 1:00:40

3M ago1:00:40

1:00:40

Chad and Brian talk BMW

1
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 1:39:37

3M ago1:39:37

1:39:37

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
FedEx St. Jude with Matt Gannon 1:12:19

3M ago1:12:19

1:12:19

Brian and Matt talk golf

1
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 58:24

3M ago58:24

58:24

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1
Wyndham Championship with Ryan Baroff 49:08

4M ago49:08

49:08

Brian and Ryan talk Wyndham

1
Olympic Golf with Geoff Fienberg 59:43

4M ago59:43

59:43

Geoff and Brian talk Olympic Golf

1
Open Championship with Andy Lack 55:31

4M ago55:31

55:31

brian and andy talk open championship

1
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 1:28:29

4M ago1:28:29

1:28:29

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1
Scottish Open with Tom Jacobs 1:09:45

5M ago1:09:45

1:09:45

Tom and Brian talk Scottish

1
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 26:06

5M ago26:06

26:06

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1
The Travelers with Matt Gannon and Adam Kirk 1:22:45

5M ago1:22:45

1:22:45

Brian Adam and Matt talk US Open and Travelers

1
US Open with Andy Lack 59:31

5M ago59:31

59:31

Brian and Andy talk US Open

1
The Memorial with Sky Hook 48:12

6M ago48:12

48:12

Brian and Sky talk Memorial

1
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 28:33

6M ago28:33

28:33

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1
RBC Canadian Open with Eric Patterson 52:31

6M ago52:31

52:31

Brian and Eric talk RBC

1
Ep 452. Analyzing Debt: Optimal Capital Structures 23:17

6M ago23:17

23:17

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1
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 50:33

6M ago50:33

50:33

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1
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 1:08:02

6M ago1:08:02

1:08:02

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1
PGA Championship with Andy Lack 1:02:02

6M ago1:02:02

1:02:02

Brian and Andy talk Valhalla

1
Ep 449. Focused Compounding's Plan for Parks! America 46:11

7M ago46:11

46:11

PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused…

1
Wells Fargo with Patrick Mcdonald 1:06:50

7M ago1:06:50

1:06:50

Brian and Pat talk Wells

1
Byron Nelson With Jeff 48:32

7M ago48:32

48:32

Jeff and Brian talk Byron

1
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges 36:15

7M ago36:15

36:15

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1
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy 36:08

7M ago36:08

36:08

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1
Ep 446. Energy Investing the Warren Buffett Way 32:33

7M ago32:33

32:33

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1
Ep 445. Market Share and Profitability: Unraveling the Relationship 29:43

7M ago29:43

29:43

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1
RBC Heritage with Brian Mull 1:05:07

7M ago1:05:07

1:05:07

Brian's talk RBC and punta cana

1
Ep 444. Rising Margins: Continuation or Reversion to the Mean? 20:50

7M ago20:50

20:50

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1
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise 36:29

7M ago36:29

36:29

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1
The Masters with Andy Lack 1:00:22

8M ago1:00:22

1:00:22

Brian and Andy talk Masters

1
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't 37:55

8M ago37:55

37:55

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1
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates 36:52

8M ago36:52

36:52

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